Eric Wellmann
Managing Director, Institutional Equity Sales at William O'Neil + Co., Inc. | Greater Boston
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Managing Director, Institutional Equity Sales at William O'Neil + Co., Inc. in January 2022 to Present
Managing Director at Oakpoint Advisors in September 2021 to December 2021
Strategic Advisor at Interlink Markets in February 2021 to September 2021
Fund Development Consultant at Galt Enterprises Inc in August 2020 to September 2021
Managing Director at INSTINET HOLDINGS INCORPORATED in July 2011 to August 2020
Senior VP - Equity Sales at Macquarie Capital (USA) Inc. in May 2009 to June 2011
First VP - Equity Sales at Merrill Lynch in January 2007 to January 2009
Director - Sales at Merrill Lynch in January 2001 to August 2007
Vice President at Merrill Lynch in January 1996 to January 2001
Associate at JPMorgan Chase & Co. (f/k/a Chemical Bank) in January 1994 to January 1995
Associate - Banking at JPMorgan Chase (formerly Chemical Bank) in January 1992 to January 1995
Credit Analyst at JPMorgan Chase & Co. (f/k/a Chemical Bank) in January 1992 to January 1994
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The Wharton School, MBA
Middlebury College, Bachelor of Arts - BA
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Asset Management
Investments
Chartered Financial Analyst
Sales
Finance
Capital Markets
Strategic Partner Relationship Management
Revenue Generation
Business Strategy
Financial Services
Analytical Skills
Portfolio Management
Consultative Selling
Marketing Strategy
Securities
Equities
Proactive
Creative
Flexible
Written Communication
Investment Banking
Equity Valuation
Technical Analysis
Organized
Analytical
Motivated
Leadership
People Management
Conflict Resolution
Problem Solving
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Discover more about William O'Neil + Co., Inc.What is Eric Wellmann email address?
Email Eric Wellmann at [email protected] and [email protected]. This email is the most updated Eric Wellmann's email found in 2026.
What is Eric Wellmann phone number?
Eric Wellmann phone number is 6177423868.
How to contact Eric Wellmann?
To contact Eric Wellmann send an email to [email protected] or [email protected]. If you want to call Eric Wellmann try calling on 6177423868.
What company does Eric Wellmann work for?
Eric Wellmann works for William O'Neil + Co., Inc.
What is Eric Wellmann's role at William O'Neil + Co., Inc.?
Eric Wellmann is Managing Director, Institutional Equity Sales
What industry does Eric Wellmann work in?
Eric Wellmann works in the Financial Services industry.
Eric Wellmann Email Addresses
Eric Wellmann Phone Numbers
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